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WW

Westshore Wealth Portfolio holdings

AUM $285M
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$2.24M
3
+$1.87M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.35M
5
AUGW icon
AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
+$1.03M

Top Sells

1
+$2.39M
2
+$1.87M
3
+$745K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$459K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$382K

Sector Composition

1 Technology 9.11%
2 Healthcare 5.67%
3 Industrials 3.13%
4 Communication Services 2.52%
5 Financials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.65%
8,663
-22
27
$1.74M 0.59%
5,297
+1
28
$1.55M 0.53%
18,236
+100
29
$1.45M 0.49%
27,127
-18
30
$1.42M 0.48%
5,825
-8,898
31
$1.26M 0.43%
3,545
-35
32
$1.05M 0.36%
+32,768
33
$935K 0.32%
2,833
-175
34
$854K 0.29%
12,477
+4
35
$794K 0.27%
+15,851
36
$745K 0.25%
10,140
-296
37
$722K 0.25%
2,290
-58
38
$684K 0.23%
+8,136
39
$657K 0.22%
7,346
-8,523
40
$639K 0.22%
3,939
41
$633K 0.22%
1,486
-26
42
$614K 0.21%
1,288
-28
43
$608K 0.21%
1,013
-3
44
$600K 0.21%
7,897
45
$572K 0.2%
1,694
-10
46
$554K 0.19%
2,722
-98
47
$546K 0.19%
9,092
48
$539K 0.18%
5,058
-3,220
49
$511K 0.17%
763
-26
50
$486K 0.17%
20,864
+49
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